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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,814 | $165,361-89.8% | $149,715-88.8% | $158,950-89.4% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 64.65% | 348.24%-283.6pp | 276.66%-212.0pp | 302.91%-238.3pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,300 | $7,182-40.1% | $6,842-37.1% | $5,983-28.1% |
| Admin fee / account holder | $1,250 | $10,808-88.4% | $9,310-86.6% | $11,248-88.9% |